Australian Investors Podcast

Rask

The Australian Investors Podcast is a twice weekly podcast (Wednesday & Saturday), featuring laid back but intelligent short- and long-form conversations about markets, business, psychology, lessons learned and investment process. At Rask, our goal is to bring you the best insights, information and proven strategies to help you invest your time and money. SHOW NOTES: https://www.raskmedia.com.au/podcasts/australian-investors-podcast

  1. Berkshire Hathaway after Buffett with Alan Pullen from Magellan

    2 days ago

    Berkshire Hathaway after Buffett with Alan Pullen from Magellan

    In this Australian Investors Podcast episode, Owen Rask sits down with Alan Pullen from Magellan to unpack Berkshire Hathaway, Warren Buffett’s investing legacy and why the business may still deserve a fresh look even as Buffett steps back from day-to-day leadership. They trace Berkshire’s path from a struggling textile mill to one of the most remarkable capital allocation machines ever built. Alan explains how insurance float, patient cash management, disciplined capital allocation and a culture shaped by Buffett and Charlie Munger helped turn Berkshire into something far bigger than a stock portfolio or a simple holding company. The conversation also digs into what many investors still miss today: why Berkshire’s huge cash pile can be a feature rather than a flaw, how the insurance engine and deferred tax base strengthen the business, and why management succession may not break the long-term thesis. Alan shares why Magellan still sees Berkshire as a high-quality compounder with meaningful downside protection, then finishes with timeless lessons on valuation, temperament and thinking like a true business owner. If you want a sharper framework for analysing world-class businesses, this is a practical deep dive into moats, compounding and capital allocation from one of investing’s most studied companies. Episode resources – Speak with the Rask Advice team – Ask a question (select the Investors podcast) Show partner resources – ETF investor? Go beyond ordinary with Global X: View all funds – Visit TermPlus to learn more – Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit Rask resources – All services – Financial Planning – Invest with us – Access Show Notes – Ask a question – We love feedback! Follow us on social media – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

    54 min
  2. How Seneca spots small-cap catalysts and takeover targets

    4 days ago

    How Seneca spots small-cap catalysts and takeover targets

    In this Australian Investors Podcast episode, Owen Rask is joined by Ben Richards and Luke Laretive from Seneca Financial Solutions to break down what actually moves small-cap share prices and why being “cheap” is rarely enough on its own. They explain why catalysts matter so much in small-cap investing, how management incentives shape outcomes, and why takeover potential can be one of the clearest ways for value to be realised. Using real ASX case studies, the conversation explores the clues Seneca looks for when assessing whether a company can rerate, attract a bid or simply stay stuck while the market disagrees with the thesis. Ben and Luke also walk through how they think about timing, sector cycles and position sizing when the opportunity looks compelling but the catalyst may still be early. Along the way, they discuss examples including Pro Medicus, Venus Metals, Greatland Gold, ReadyTech and RPMGlobal, showing how different catalysts play out across software, resources and strategic M&A situations. If you want a more practical framework for researching ASX small caps, spotting takeover setups and understanding what can unlock value, this episode offers a clear playbook from two investors who spend their days hunting for rerates. Episode resources – Speak with the Rask Advice team – Ask a question (select the Investors podcast) Show partner resources – ETF investor? Go beyond ordinary with Global X: View all funds – Visit TermPlus to learn more – Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit Rask resources – All services – Financial Planning – Invest with us – Access Show Notes – Ask a question – We love feedback! Follow us on social media – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

    55 min
  3. Wesfarmers, BHP highs and what investors should do next

    6 days ago

    Wesfarmers, BHP highs and what investors should do next

    In this episode of the Australian Investors Podcast, Owen Rask and Drew Meredith move from the market headlines into the real forces shaping investor behaviour right now. They start with Wesfarmers pushing higher, BHP printing fresh highs and Macquarie continuing to attract attention, then ask the question behind the moves: are these quality businesses still buys, or are investors paying up for comfort in an uncertain market? The discussion widens quickly into small-business CGT concessions, SpaceX euphoria, and the squeeze households are still feeling as wages struggle to keep pace with living costs. Owen and Drew also unpack why underemployment matters more than the headline jobs number, what the market is getting wrong about media noise, and how retail investors should think about leverage, ETF portfolios and stock selection when the rules keep shifting. There is also a practical discussion on GHHF, Megaport versus WiseTech, and whether younger investors should be chasing property, businesses or listed assets first. If you want one episode that blends ASX ideas, portfolio thinking and macro frustration without losing the practical angle, this is a sharp listen. There is plenty here for investors trying to separate temporary hype from durable business quality while still making sensible decisions with real money. Episode resources – Speak with the Rask Advice team – Ask a question (select the Investors podcast) Show partner resources – ETF investor? Go beyond ordinary with Global X: View all funds – Visit TermPlus to learn more – Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit Rask resources – All services – Financial Planning – Invest with us – Access Show Notes – Ask a question – We love feedback! Follow us on social media – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

    1hr 2min
  4. Why commodities could matter again for investors with Justin Lin

    16 June

    Why commodities could matter again for investors with Justin Lin

    In this Australian Investors Podcast episode, Owen Rask sits down with Justin Lin from Global X to unpack why commodities may be moving from ignored to essential again. Rather than treating gold, copper or lithium as short-term geopolitical trades, Justin explains why the bigger story is a mix of underinvestment, supply-chain fragility and a fresh wave of demand from AI, electrification and energy security. They break down why investors have mostly ignored commodities for the past decade, what changed after years of weak demand and excess supply, and why today’s backdrop looks different. Owen and Justin also tackle the question many investors are asking right now: is this just about war headlines, or are commodities becoming structurally more important as countries chase domestic supply, power reliability and strategic independence? The conversation explores gold’s resilience, the role copper could play as grids and data centres expand, and why lithium and battery technology may still matter even after the sector’s rough patch. Justin also shares practical ETF ideas for researching the theme, including WIRE for copper, ACDC for battery tech and lithium, and BCOM for broad commodities exposure. If you want a clearer framework for commodities, inflation protection and AI-driven energy demand, this is a timely listen. Episode resources – Speak with the Rask Advice team – Ask a question (select the Investors podcast) Show partner resources – ETF investor? Go beyond ordinary with Global X: View all funds – Visit TermPlus to learn more – Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit Rask resources – All services – Financial Planning – Invest with us – Access Show Notes – Ask a question – We love feedback! Follow us on social media – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

    1hr 7min
  5. ETF tax traps, CGT and cost base adjustments with Navarre Trousselot

    14 June

    ETF tax traps, CGT and cost base adjustments with Navarre Trousselot

    This episode was originally featured on The Australian Finance Podcast. In this Australian Investors Podcast episode, Owen Rask is joined by Navarre Trousselot, founder of Navexa, to unpack why the proposed 2026 Federal Budget tax changes could make ETF record-keeping and capital gains reporting much messier for everyday investors. Instead of glossing over the hard bits, they walk through how capital gains tax works in Australia, why parcel selection matters, and why ATO pre-fill can give ETF investors a false sense of security. Navarre explains the trap most ETF investors miss: annual cost base adjustments. If you have been dollar-cost averaging into ETFs for years, every member statement can change the cost base of earlier parcels, which means your future CGT calculation is probably more complicated than you think. Owen and Navarre also explore how tools like Navexa can model rebalancing decisions, compare FIFO with lower-gain methods, and estimate the tax impact before you sell. They also discuss what the mooted post-July 2027 rules could mean in practice, why better records may become non-negotiable, and how investors can avoid handing extra money to the ATO just because their admin is a mess. If you own ETFs, buy shares regularly, or expect to rebalance in the years ahead, this is a practical episode worth hearing before tax time gets even trickier. Episode resources – Speak with the Rask Advice team – Ask a question (select the Investors podcast) Show partner resources – ETF investor? Go beyond ordinary with Global X: View all funds – Visit TermPlus to learn more – Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit Rask resources – All services – Financial Planning – Invest with us – Access Show Notes – Ask a question – We love feedback! Follow us on social media – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

    1hr 1min
  6. AI stock bubble? And is investing in space a good idea?

    12 June

    AI stock bubble? And is investing in space a good idea?

    In this Australian Investors Podcast episode, Owen Rask and Drew Meredith are back for a super-sized "2 sense" segment, breaking down the biggest market news, key themes, and listener questions impacting Australian investors. In this episode, we dive deep into: - The AI Revolution: Despite mind-blowing growth (NVIDIA's profit up 285%), why did the tech giant "fail to impress," and what does the market concentration in a handful of names (NVDA, GOOGL, AMZN, META) mean for the S&P 500? We cover the trillions being poured into AI infrastructure and BlackRock's bullish strategic view on developed market stocks. - Market Outlook & Bear Calls: With easy risks to call like high interest rates, oil prices, and inflation, is it finally time to sell a BEAR market? We analyse soaring bond yields (US 30-year nearing 5%—highest since 2007) and whether the traditional 60/40 portfolio is broken beyond repair. - SpaceX IPO Controversy: We break down the incredible surge in space stocks (Virgin Galactic) and new ETFs (RCKT, MOON). Crucially, we uncover the controversial NASDAQ rule changes that may mechanically force Australian superannuation funds to buy into the SpaceX IPO. - ASX Gold Miners in Crisis: Elliott Management, the $US80 billion activist fund, has demanded urgent action at Australia’s largest gold miner, Northern Star (NST), calling out operational missteps and suggesting the company consider a sale. We discuss the rising risk of earnings downgrades across the gold sector. - Australian Finance & Tax: Is Guzman y Gomez (GYG) leaving the US a red flag? We tackle listener questions on Franking Credits, the impact of new CGT rules (CGT changes in Federal Budget), investing for beginners, and more. Episode resources – Speak with the Rask Advice team – Ask a question (select the Investors podcast) Show partner resources – ETF investor? Go beyond ordinary with Global X: View all funds – Visit TermPlus to learn more – Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit Rask resources – All services – Financial Planning – Invest with us – Access Show Notes – Ask a question – We love feedback! Follow us on social media – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

    1hr 9min
  7. John Abernethy on market crashes, bubbles and the lessons investors keep forgetting

    10 June

    John Abernethy on market crashes, bubbles and the lessons investors keep forgetting

    In this Australian Investors Podcast episode, Mitchell Sneddon sits down with veteran investor John Abernethy to unpack what market crashes really teach you when you have lived through several of them. Rather than chasing clever forecasts, John explains why liquidity, incentives and investor behaviour usually matter far more when markets get ugly. John reflects on the 1987 crash, the dot-com unwind, the GFC and COVID, sharing how he thought about protecting capital, raising cash early when risks were building, and moving when panic created better prices in listed debt, hybrids and quality businesses. It is a grounded look at how experienced investors respond when fear takes over and headlines get louder than fundamentals. The conversation also traces John’s path from banking and NRMA to helping back online broking in Australia, with practical lessons on credit, balance sheets and why understanding incentives still gives investors an edge. He also returns to a simple idea that feels especially timely in today’s market: read widely, think independently and do not let euphoria do your thinking for you. Buffett’s letters, common sense and patience still matter. If you want a clearer framework for market crashes, bubbles and long-term investing, this episode is a sharp reminder that the best lessons are usually the ones investors keep forgetting. Episode resources – Speak with the Rask Advice team – Ask a question (select the Investors podcast) Show partner resources – ETF investor? Go beyond ordinary with Global X: View all funds – Visit TermPlus to learn more – Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit Rask resources – All services – Financial Planning – Invest with us – Access Show Notes – Ask a question – We love feedback! Follow us on social media – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

    1hr 12min
  8. Seneca’s small-cap playbook: catalysts, conviction and when to sell

    7 June

    Seneca’s small-cap playbook: catalysts, conviction and when to sell

    In this second Small Cap Playbook episode on the Australian Investors Podcast, Owen Rask is joined by Luke Laretive and Ben Richards from Seneca Financial Solutions to unpack how professional small-cap investors actually generate ideas — and why selling discipline matters just as much as finding a winner. The conversation starts with where Seneca’s best ideas come from: deep company coverage, long-held watchlists, industry networks and the ability to spot optionality when the market is giving away upside for free. From there, Luke and Ben explain why cheap stocks are not enough on their own. What matters is the catalyst, the time frame, and whether the market can realistically re-rate the business before capital gets trapped. They also break down the structure of a good stock thesis: what the company does, why it is cheap, the catalyst, the risks, and the signals that would force an exit. Along the way, they explain how they test management quality through meetings, site visits and conversations with suppliers, customers and competitors, plus why portfolio construction is what protects you when not every idea works. If you want a sharper framework for researching ASX small caps in 2026, this episode is a practical lesson in catalysts, conviction, management assessment and knowing when to sell. DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group Pty Ltd is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg Episode resources – Speak with the Rask Advice team – Ask a question (select the Investors podcast) Show partner resources – ETF investor? Go beyond ordinary with Global X: View all funds – Visit TermPlus to learn more – Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit Rask resources – All services – Financial Planning – Invest with us – Access Show Notes – Ask a question – We love feedback! Follow us on social media – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

    49 min
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4.6
out of 5
390 Ratings

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The Australian Investors Podcast is a twice weekly podcast (Wednesday & Saturday), featuring laid back but intelligent short- and long-form conversations about markets, business, psychology, lessons learned and investment process. At Rask, our goal is to bring you the best insights, information and proven strategies to help you invest your time and money. SHOW NOTES: https://www.raskmedia.com.au/podcasts/australian-investors-podcast

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